Working Collection Items
Purpose: Use this document as a reference for how to work and update student collection items in ctcLink.
Audience: Student Financials staff.
You must have at least one of these local college managed security roles:
- ZZ SF Collections
If you need assistance with the above security roles, please contact your local college supervisor or IT Admin to request role access.
Students are typically placed in collections via the Process Batch Collections process. Once the process has been run, collection activity can be reviewed using the CTC_SF_COLLECT_LIST query, which provides a hyperlink to the Update Customer Collection page.
Navigation: Menu > Student Financials > Collections > Collection Effort > Update Customer Collection
- The Customer Collection Update search page displays.
- Enter Business Unit.
- Enter additional Search Criteria to identify your student.
- Select Search.
The Updating Collections page is the same page as the Begin Customer Collections page. The only difference is the Demographic Information tab is view only and Reason In is not available for entry .
Use the Demographic Information page to view demographic information and collection items for a student.
- The Demographic Information tab displays
- Select the Collection Information tab.
- The Collection Information tab displays. Use it to add or update any additional notes related to the student's account.
- Select Save.
- Section complete.
Use this process only for individual exceptions when a student was not picked up by the batch collections process.
Navigation: Menu > Student Financials > Collections > Collection Effort > Begin Customer Collection
- The Customer Collection Effort search page displays.
- Enter the Business Unit.
- Select Search.
- The Demographic Information tab displays.
- Enter student ID
- When Prompted to create a new collections record, do so if needed.
- Enter Reason In
- If a student’s record does not have a collection letter template associated with it, the Dunning Letter Info link appears.
- Select the link to access the Collections Dunning Letter page to select a template.
- From this link you can add a Template Assign Date that is automatically added to those ID’s added in batch. Since you have assigned this person manually, you will need to manually add this date if you want the individual to get picked up in the Population selection for past due letters.
- Select the Get Credit History link to access the Credit History page.
- The Credit History page displays.
- Select the Return to Demographic Information link.
- Select the Collection Information tab. Use it to record collection steps and follow-up actions for collection items.
- Select the Add a New Row [+] icon to add additional collection activity. Notice the rows are timestamped with when they were created.
- Enter the Follow Up Action reason.
- Enter the User ID of the collector who worked this item.
- Enter the Next Review Date as needed. This is an optional field.
- Enter any Comments.
- Select Save.
- Section complete.
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